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972 hedge funds and large institutions have $17.1B invested in Aflac in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 288 increasing their positions, 466 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $195M | Put options by funds: $91.9M

0.43% more ownership

Funds ownership: 68.73%69.15% (+0.43%)

12% less funds holding

Funds holding: 1,110972 (-138)

36% less capital invested

Capital invested by funds: $26.6B → $17.1B (-$9.5B)

38% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 466

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

63% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 194

Holders
972
Holders Change
-138
Holders Change %
-12.43%
% of All Funds
21.42%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.22%
New
72
Increased
288
Reduced
466
Closed
194
Calls
$195M
Puts
$91.9M
Net Calls
+$103M
Net Calls Change
-$7.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$19.2M -$263K -5,758 -1%
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$19.2M +$24.9M +545,733 +3,547%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$18.6M
PI
104
PineBridge Investments
New York
$18.1M +$434K +9,495 +2%
WPC
105
Waters Parkerson & Co
Louisiana
$18M +$206K +4,503 +0.9%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$17.8M +$8.12M +177,768 +52%
DWM
107
Destination Wealth Management
California
$17.7M +$22.4K +491 +0.1%
BNP Paribas Asset Management
108
BNP Paribas Asset Management
France
$17.3M -$10.2M -222,154 -30%
VDI
109
Vaughan David Investments
Illinois
$17.3M -$43.4K -949 -0.2%
Capital Fund Management (CFM)
110
Capital Fund Management (CFM)
France
$17.2M +$19.4M +425,207 +561%
N
111
Natixis
France
$17M +$8.9M +194,675 +64%
TAM
112
Tocqueville Asset Management
New York
$16.9M -$10.7M -234,593 -32%
HC
113
Henshaw Capital
Massachusetts
$16.6M
QI
114
QV Investors
Alberta, Canada
$16.1M +$10.2M +222,390 +90%
GIA
115
Gateway Investment Advisers
Ohio
$16M +$13.1K +286 +0.1%
AAMU
116
Amundi Asset Management US
Massachusetts
$15.6M -$12.6M -275,015 -38%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$15.6M -$8.08M -176,824 -28%
Korea Investment Corp
118
Korea Investment Corp
South Korea
$15.5M +$7.85M +171,700 +61%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$15.3M -$1.04M -22,666 -5%
TAM
120
Trillium Asset Management
Massachusetts
$15.1M +$1.51M +32,993 +8%
Aberdeen Group
121
Aberdeen Group
United Kingdom
$15M +$363K +7,950 +2%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$14.9M +$19.9M +435,335 New
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$14.7M -$16.5M -360,418 -46%
GIP
124
Greatmark Investment Partners
Georgia
$14.4M +$910K +19,901 +5%
PC
125
Polar Capital
United Kingdom
$14M +$2.61M +57,000 +16%

AFL Hedge Fund Activity: Q1 2020 in Review

972 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2020, worth a combined $17.1B — down 36% from $26.6B a quarter earlier.

Sellers outnumbered buyers: 194 funds closed out of AFL and 72 opened new positions — a net loss of 122 holders — while 466 trimmed existing stakes and 288 added.

The largest buyer was Victory Capital Management, adding an estimated $399M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 972 institutional investors held Aflac (AFL) as of Q1 2020, down from 1,110 in Q4 2019.
  • Funds reported $17.1B of Aflac stock for Q1 2020, down 36% quarter-over-quarter.
  • 72 funds opened new Aflac positions in Q1 2020 and 194 closed out, a net change of -122 holders.
  • The largest Aflac buyer in Q1 2020 was Victory Capital Management, an estimated $399M added.
  • The largest Aflac seller in Q1 2020 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2020.